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Columbia Diversified Fixed Income Allocation ETF
DIAL

Overview Fund Activity

93 hedge funds and large institutions have $666M invested in Columbia Diversified Fixed Income Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 19 closing their positions.

Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.06%
New
19
Increased
34
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$22.6M
2
PI
2
PFS Investments
Georgia
$13.3M
3
Jane Street
3
Jane Street
New York
$15.5M
4
AAS
4
Ameritas Advisory Services
Nebraska
$28.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.4M

Top Sellers

1
TA
1
TruWealth Advisors
Louisiana
$544K
2
BWL
2
Bogart Wealth LLC
Virginia
$18K
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
ARG
4
Advisory Resource Group
Oklahoma
$0
5
PWM
5
Prentice Wealth Management
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$208M +$2.22M +113,707 +1%
OIA
2
OneDigital Investment Advisors
Kansas
$126M +$2.72M +139,566 +2%
AAS
3
Ameritas Advisory Services
Nebraska
$28.8M +$6.51M +334,199 +29%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M +$953K +48,893 +4%
HI
5
Horizon Investments
North Carolina
$22.6M +$14.9M +766,676 +193%
Wells Fargo
6
Wells Fargo
California
$19.8M -$725K -37,185 -4%
Morgan Stanley
7
Morgan Stanley
New York
$18.5M -$5.55M -284,651 -23%
Bank of America
8
Bank of America
North Carolina
$16.6M -$18M -925,049 -52%
SFP
9
Sweet Financial Partners
Minnesota
$16.5M -$730K -37,452 -4%
Jane Street
10
Jane Street
New York
$15.5M +$12.7M +649,244 +451%
FA
11
FDx Advisors
Illinois
$15.4M +$342K +17,568 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.6M +$3.62M +185,640 +33%
PI
13
PFS Investments
Georgia
$13.3M +$13.3M +680,168 New
NW
14
Naviter Wealth
Arkansas
$11.6M -$8.41M -431,575 -42%
LPL Financial
15
LPL Financial
California
$10.2M -$2.61M -134,163 -20%
CG
16
Colony Group
Massachusetts
$7.1M +$604 +31 +0%
Citadel Advisors
17
Citadel Advisors
Florida
$6.4M +$4.74M +243,331 +287%
UBS Group
18
UBS Group
Switzerland
$6.3M +$285K +14,639 +5%
AI
19
Atria Investments
North Carolina
$5.16M +$1.4M +71,765 +37%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.27M -$1.46M -75,120 -26%
F
21
F3Logic
Minnesota
$4.23M +$823K +42,278 +24%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$4.17M -$3.2M -164,258 -43%
NA
23
NewEdge Advisors
Louisiana
$3.75M -$34.7K -1,780 -0.9%
SDH
24
Sloy Dahl & Holst
Washington
$3.49M +$1.12M +57,695 +48%
SSC
25
Syverson Strege & Co
Iowa
$3.23M +$65.7K +3,371 +2%
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